Check you can see the correct chart of accounts and read up on the export process!

ACTION your Documents

Go to the receipts tab

Click on the “Export History” filter on the right hand side. Select "Has not been exported to accounting integration"

Then click on the “Vendors” filter on the right hand side, which will display your Vendor Names in alphabetical order.

Select each Vendor at a time and make sure to display maximum items per page (this can be found to the bottom right of your receipts list)

Then tick the first tick box to select all of them and click on the “assign button” on top and choose an expense category. (If you want your documents from that supplier to be automatically categorised in future don’t forget to click on the create rule button that will appear)

We integrate with various accounting software, click on the links below to find step by step instructions for individual integrations